FormulaFolio Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

FormulaFolio Investments’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$26K	Hold	52	–	–	0.01%	177
2021 Q1	$26K	Sell	52 -17,800	-100%	-$8.12M	0.01%	176
2020 Q4	$7.5M	Buy	+17,852	New	+$6.88M	0.16%	109
2020 Q1	–	Sell	-1,142	Closed	-$429K	–	337
2019 Q4	$429K	Buy	1,142 +91	+9%	+$32.9K	0.02%	253
2019 Q3	$370K	Buy	1,051 +15	+1%	+$5.26K	0.01%	253
2019 Q2	$367K	Sell	1,036 -22	-2%	-$7.69K	0.02%	236
2019 Q1	$365K	Buy	1,058 +99	+10%	+$33.3K	0.02%	239
2018 Q4	$352K	Hold	959	–	–	0.02%	246
2018 Q3	$352K	Sell	959 -214	-18%	-$78.4K	0.02%	247
2018 Q2	$416K	Buy	1,173 +136	+13%	+$47.8K	0.02%	216
2018 Q1	$354K	Buy	1,037 +216	+26%	+$75.2K	0.02%	211
2017 Q4	$284K	Buy	821 +65	+9%	+$21.9K	0.02%	222
2017 Q3	$247K	Sell	756 -104	-12%	-$33.1K	0.02%	200
2017 Q2	$273K	Sell	860 -260	-23%	-$81.8K	0.02%	180
2017 Q1	$350K	Buy	1,120 +429	+62%	+$133K	0.04%	144
2016 Q4	$208K	Buy	+691	New	+$200K	0.03%	181
2015 Q2	–	Sell	-785	Closed	-$218K	–	126
2015 Q1	$218K	Sell	785 -16	-2%	-$4.31K	0.07%	75
2014 Q4	$211K	Buy	+801	New	+$205K	0.08%	76

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FormulaFolio Investments's MDY Position: Q2 2021 in Review

FormulaFolio Investments held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2021 at 52 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #177.

FormulaFolio Investments first reported a position in MDY in Q4 2014 and has held it in 18 quarters since. The position peaked at $7.5M in Q4 2020. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

FormulaFolio Investments held 52 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $26K as of Q2 2021.
FormulaFolio Investments left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2021.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #177 holding.
FormulaFolio Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 18 quarters since.
FormulaFolio Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.5M in Q4 2020.
1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.